JAKBX Mutual Fund
JAKBX Mutual Fund
JPMorgan SmartRetirement 2070 Fund Class R6
JAKBX Mutual Fund Overview
JAKBX Mutual Fund (JPMorgan SmartRetirement 2070 Fund Class R6) is managed by J.P. Morgan Asset Management with $2.0M in net assets. JAKBX expense ratio is 0.40%, holding 23 positions across sectors including Unknown, Financials, Other. Inception date: 2026-02-27.
JAKBX performance shows data across multiple time periods..
JAKBX top holdings include JPMorgan International Research Enhanced Equity ETF (13.0%), Jpmorgan Growth Advantage Fund Class R6 (11.4%), Value Advantage Fund, Class R6 (11.3%), U.S. Equity Fund, Class R6 (11.1%), U.S. Research Enhanced Equity Fund, Class R6 (10.8%). View all JAKBX holdings, sector breakdown, or dividend history.
JAKBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JAKBX alternatives are available via the screener, along with tax-loss harvesting opportunities.